401(k) Plan Design & Management

Building the proper retirement plan can be a difficult and complicated process, with many factors affecting each decision you make. At The Community Bank, we offer a financial team that can help you select and design the best plan to meet your company's financial needs, demographics, and ownership status.

With over 17 years of experience in designing, managing, and administering qualified retirement plans, the team at Community Financial Advisors (CFA) has the experience and resources needed to help you design the beneficial retirement plan structure.

We currently advise over 60 companies that range in size from small, family-owned businesses to multi-location regional enterprises. No matter what your company needs, CFA has the experience that few other firms can offer.

We are a turnkey advisor, and can help you through every step of the process, from advising you on plan design all the way to participant enrollments and investment reviews.

  • Simplified Employee Pensions (SEP)
  • Savings Incentive Match Plan for Employees (SIMPLE)
  • 401(k) Traditional Plans
  • 401(k) Safe Harbor Plans
  • Age-Weighted 401(k) Plans
  • New Comparability or Cross-Tested Plans

Let us help you select and design the best plan to meet your financial needs, demographics, and ownership status.